LWM
Laidlaw Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,342
| Closed | -$216K | – | 244 |
|
|
2023
Q4 | $216K | Buy |
+4,342
| New | +$216K | 0.08% | 224 |
|
|
2023
Q3 | – | Sell |
-4,264
| Closed | -$202K | – | 375 |
|
|
2023
Q2 | $202K | Buy |
+4,264
| New | +$202K | 0.04% | 328 |
|
|
2022
Q2 | – | Sell |
-3,784
| Closed | -$234K | – | 419 |
|
|
2022
Q1 | $234K | Buy |
+3,784
| New | +$234K | 0.04% | 345 |
|
|
2021
Q4 | – | Sell |
-3,832
| Closed | -$212K | – | 419 |
|
|
2021
Q3 | $212K | Buy |
3,832
+294
| +8% | +$16.3K | 0.05% | 232 |
|
|
2021
Q2 | $202K | Buy |
+3,538
| New | +$202K | 0.05% | 250 |
|
|
2020
Q1 | – | Sell |
-5,321
| Closed | -$307K | – | 180 |
|
|
2019
Q4 | $307K | Buy |
+5,321
| New | +$307K | 0.19% | 126 |
|